MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.73M
3
+$1.44M
4
AMGN icon
Amgen
AMGN
+$931K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$676K

Top Sells

1
+$3.32M
2
+$3.06M
3
+$2.95M
4
UNH icon
UnitedHealth
UNH
+$1.35M
5
PG icon
Procter & Gamble
PG
+$1.3M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.29%
3 Financials 12.2%
4 Consumer Staples 8.42%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$403K 0.06%
+68,000
152
$400K 0.06%
4,097
-228
153
$388K 0.06%
10,002
154
$370K 0.06%
2,248
-3,439
155
$366K 0.06%
5,000
156
$351K 0.05%
10,000
157
$345K 0.05%
2,824
158
$334K 0.05%
3,045
159
$312K 0.05%
+15,900
160
$308K 0.05%
4,200
-900
161
$286K 0.04%
6,848
162
$285K 0.04%
12,000
-2,000
163
$284K 0.04%
4,357
-44,163
164
$264K 0.04%
18,766
165
$243K 0.04%
1,072
-500
166
$240K 0.04%
2,089
167
$240K 0.04%
5,856
+1
168
$220K 0.03%
805
169
$220K 0.03%
+3,498
170
$215K 0.03%
7,500
171
$208K 0.03%
+5,945
172
$207K 0.03%
+2,600
173
$205K 0.03%
+3,214
174
$202K 0.03%
4,104
175
$178K 0.03%
47,350
-1,000
4 5 6
7
8